Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.123 | 0 | — |
| 1 month | 0.130 | 0 | — |
| 3 months | 0.045 | 0 | — |
| 1 year | 0.361 | 0 | — |
| 3 years | 0.161 | 0 | — |
| 5 years | 0.060 | 0 | — |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2026 | — | — |
| 2025 | 0.166 | — |
| 2024 | 0.122 | — |
| 2023 | 0.155 | — |
| 2022 | -0.234 | — |
| 2021 | 0.095 | — |
| 2020 | 0.156 | — |
| 2019 | 0.104 | — |
| 2018 | -0.057 | — |
| 2017 | 0.132 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2026 | -0.006 | — | — | — |
| 2025 | -0.029 | 0.081 | 0.089 | 0.021 |
| 2024 | 0.074 | 0.050 | 0.019 | -0.023 |
| 2023 | 0.098 | 0.026 | -0.040 | 0.068 |
| 2022 | -0.082 | -0.111 | -0.079 | 0.018 |
| 2021 | 0.024 | 0.054 | -0.028 | 0.043 |
| 2020 | -0.096 | 0.089 | 0.057 | 0.111 |
| 2019 | 0.051 | 0.013 | 0.000 | 0.037 |
| 2018 | 0.026 | -0.004 | -0.010 | -0.067 |
| 2017 | 0.040 | 0.019 | 0.030 | 0.038 |
| 2016 | -0.036 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.271 |
| 3 years | 0.135 |
| 5 years | 0.046 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.